Congratulations on all of your successes!
One of the good things Substack can do is put competitive pressure on traditional outlets. If people want to go independent, having a good way to do so helps them. But also that possibility creates pressure on existing institutions to give writers more freedom, pay them better, etc. etc. I don't think it's a coincidence that you see more legacy publishers starting "newsletter" divisions that give writers more leeway. All of this is good for writers in our minds and we're happy for it.
Do you think that in a few years, people will look at the the early days, in which you were thought of as a newsletter-based company, as analogous to Netflix's early days, where they were thought of as a DVD-by-mail company? I notice that like Netflix, you didn't pick a name that is tied to your first incarnation.